EU leaders failed to unlock an agreement on a 750 billion-euro response to the coronavirus pandemic after a second day of sparring in Brussels and will come back to try again on Sunday trib.al/fCLyz6y

Live blog Day 3: EU summit on budget, coronavirus recovery fund – POLITICO politico.eu/article/eu-eur…

Umm...

There's no clear catalyst to stop this rally or the outperformance of growth stocks. A reversal at some point will happen, but value investors sticking to their guns are in for more pain. bloomberg.com/opinion/articl… via bopinion

~40 years after Volcker Era inflation, now we're talking about a deflationary spiral? We'll hash out the debate in T minus 2 hours on Bloomberg Terminal with @RobinBrooksIIF John Authers Laura Cooper. For now, here's a snippet of my conversation with Robin👇 bloomberg.com/news/audio/202…

Latest newsletter - late today thanks to som late-breaking news. Markets are already vulnerable to jitters in the month before an election. The last thing they need is the president testing positive for Covid, bloomberg.com/opinion/articl… via bopinion

Expect some soothing paternal words from Jerome Powell, even if he doesn't buy the bond market a pony. bloomberg.com/opinion/articl… via bopinion

And I got to talk about the Bank of Canada! 😂

"If you can replace 100% of the lost income in a crisis like this, why don’t we replace 100% of people’s lost income in every cyclical downturn?" The pandemic response may have provided a new template for economic policy making @JWMason1 bloom.bg/3i676CT

"It's a classic turnaround Tuesday in these markets," Laura Cooper says. She runs Anna Edwards through all today's market action trib.al/EvrQSAQ

Pound Haunted by Pandemic-Era Pain as Variants Rattle Traders… Great to collab with ⁦William Shaw⁩ and ⁦Anchalee Worrachate⁩ on this ⁦Bloomberg Markets⁩ bloomberg.com/news/articles/…

It was great to be back on BBG TV with one of my favourites Guy Johnson on the European Market Close last week to discuss inflation prints, the challenging ECB path ahead and our take on recession risks… Up next, the BoC! #ECB #inflation #recession bloomberg.com/news/videos/20…

Always a pleasure joining the Yahoo Finance team to talk all things #Fed, #inflation and #recession risks!

A bit of a Bloomberg MLIV reunion in London last week! Great to see the incredibly talented Richard Jones rock out for charity with the Foo Fathers!

Laura Cooper, senior investment strategist at BlackRock International, says she struggles to see what the catalyst is for a further leg higher in equity markets as earnings have more room to go lower. She speaks on “Bloomberg Surveillance Early Edition” trib.al/vPwBJoO

BlackRock Senior Macro Strategist Laura Cooper says pressures like the push for Net Zero and higher wages could structurally keep inflation higher and force the Fed to revaluate its target:

The reality check for the FOMO rally in equities - column here from BlackRock's Laura Cooper ft.com/content/418d51…

“The key question is, how do we position portfolios in this type of environment?” BlackRock's Laura Cooper discusses US and European market performances, investment strategies and more on Bloomberg Television trib.al/fdXWSOj

Laura Cooper, BlackRock senior macro strategist for iShares EMEA, says European equities are not accurately reflecting the looming recession across the continent trib.al/iK2EaVr

The UK backdrop “is much more challenged” than Europe, BlackRock Senior Manager Laura Cooper says. “Core inflation in the UK does remain stickier and more problematic, which does suggest that the Bank of England has more work ahead of them.”